Magellan Asset Management Ltd
Top Portfolio Positions
78 positions ·
$7,590,257,455 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,248,881 | $468,374,445 | 6.17% | |
| MSFT |
Microsoft Corp
Technology
|
1,189,155 | $440,189,506 | 5.80% | |
| ES |
Eversource Energy
Utilities
|
6,182,582 | $428,329,280 | 5.64% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,178,008 | $398,107,803 | 5.24% | |
| MA |
Mastercard Inc
Financial Services
|
584,990 | $292,296,103 | 3.85% | |
| META |
Meta Platforms, Inc.
Communication Services
|
507,032 | $290,088,218 | 3.82% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
1,503,296 | $259,438,823 | 3.42% | |
| CCI |
Crown Castle Inc.
Real Estate
|
2,855,204 | $232,156,637 | 3.06% | |
| SRE |
Sempra
Utilities
|
2,258,369 | $219,445,715 | 2.89% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
1,370,088 | $213,021,282 | 2.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CMS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $156,708,031 | 2,019,954 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,684,947 | 252,895 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,545,916 | 239,502 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,894,311 | 200,553 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $15,127,154 | 201,400 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $94,144,724 | 1,412,524 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $106,298,573 | 1,505,006 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $92,163,155 | 1,548,180 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $132,115,033 | 2,189,510 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $161,741,325 | 2,785,282 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $168,023,522 | 3,163,689 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $190,583,061 | 3,243,967 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $210,331,766 | 3,426,715 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $225,389,823 | 3,558,974 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $186,797,403 | 3,207,373 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $225,734,715 | 3,344,218 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $169,084,146 | 2,417,560 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $18,648,143 | 286,674 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,459,497 | 275,565 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $13,436,623 | 227,431 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $14,459,735 | 236,193 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $16,420,963 | 269,152 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $16,038,204 | 261,166 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,405,963 | 246,593 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,920,711 | 219,927 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||